Sabine Royalty Trust
SBR- Exchange
- NYSE
- Industry
- Oil Royalty Traders
- SEC CIK
- 0000710752
No open-market purchases or sales by Sabine Royalty Trust insiders were filed in the last 90 days; 149 institutions reported holding it in 13F filings for Q2 2026, worth $193.9M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Sabine Royalty Trust as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 155
- +12 vs. Q4 2025
- Shares held
- 2.63M
- +420.3K (+19.0%) vs. Q4 2025
- Total value
- $197.8M
- +$46.3M (+30.6%) vs. Q4 2025
- New holders
- 25
- 41 more added
- Sold out
- 13
- 35 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SBR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 149 | $193.9M |
| Q1 2026 | 155 | $197.8M |
| Q4 2025 | 144 | $151.5M |
| Q3 2025 | 148 | $177.6M |
| Q2 2025 | 137 | $131.5M |
| Q1 2025 | 128 | $129.4M |
| Q4 2024 | 129 | $125.5M |
| Q3 2024 | 129 | $115.1M |
| Q2 2024 | 123 | $112.5M |
| Q1 2024 | 113 | $129.7M |
| Q4 2023 | 113 | $121.4M |
| Q3 2023 | 121 | $120.1M |
| Q2 2023 | 123 | $126.0M |
| Q1 2023 | 129 | $155.4M |
| Q4 2022 | 124 | $171.9M |
| Q3 2022 | 108 | $129.8M |
| Q2 2022 | 104 | $125.4M |
| Q1 2022 | 93 | $104.5M |
| Q4 2021 | 81 | $61.5M |
| Q3 2021 | 77 | $72.2M |
| Q2 2021 | 78 | $64.7M |
| Q1 2021 | 74 | $50.6M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Sabine Royalty Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Islay Capital Management, LLC | 3,500 | $262.5K | 0.13% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 3,417 | $256.3K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,387 | $255.0K | 0.00% | −167−4.7% | Reduced |
| The PNC Financial Services Group, Inc. | 3,324 | $250.4K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 3,058 | $230.4K | 0.00% | +3,058 | New |
| Bokf, NA | 3,000 | $226.0K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,000 | $226.0K | 0.00% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 2,959 | $222.9K | 0.02% | +2,959 | New |
| Artesa Financial Group, LLC | 2,847 | $213.5K | 0.20% | +2,847 | New |
| SFMG, LLC | 2,700 | $203.2K | 0.01% | +2,700 | New |
| Fairfield, Bush & Co. | 2,676 | $201.1K | 0.11% | +2,676 | New |
| Royal Bank of Canada | 2,168 | $163.0K | 0.00% | −121−5.3% | Reduced |
| Geneos Wealth Management Inc. | 1,777 | $133.3K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,500 | $113.0K | 0.00% | +1,500 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,437 | $108.9K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 1,360 | $102.5K | 0.03% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,337 | $97.7K | 0.02% | +1,337 | New |
| Fifth Third Bancorp | 1,282 | $96.6K | 0.00% | +456+55.2% | Added |
| GWM Advisors LLC | 1,040 | $78.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,000 | $75.3K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,000 | $75.3K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,000 | $75.0K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 865 | $63.1K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 821 | $61.8K | 0.00% | +10+1.2% | Added |
| Citigroup Inc | 606 | $45.7K | 0.00% | −1,449−70.5% | Reduced |
| Signature Resources Capital Management, LLC | 600 | $45.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 500 | $37.7K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 501 | $37.6K | 0.02% | +64+14.6% | Added |
| American National Bank | 483 | $36.4K | 0.00% | −1,000−67.4% | Reduced |
| Olistico Wealth, LLC | 427 | $32.2K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 386 | $28.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 248 | $18.6K | 0.00% | +3+1.2% | Added |
| Tower Research Capital LLC (TRC) | 231 | $17.4K | 0.00% | −83−26.4% | Reduced |
| Rockefeller Capital Management L.P. | 228 | $17.2K | 0.00% | −13−5.4% | Reduced |
| PlanVest Financial, Inc | 226 | $16.9K | 0.01% | +226 | New |
| Steward Partners Investment Advisory, LLC | 200 | $15.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 195 | $14.7K | 0.00% | −50−20.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 150 | $11.3K | 0.00% | 00.0% | Unchanged |
| Retiremitten Financial LLC | 125 | $9.38K | 0.00% | +125 | New |
| DHJJ Financial Advisors, Ltd. | 114 | $8.58K | 0.00% | +114 | New |
| Northwestern Mutual Wealth Management Co | 85 | $6.40K | 0.00% | +85 | New |
| Golden State Equity Partners | 55 | $4.13K | 0.00% | +55 | New |
| Sound Income Strategies, LLC | 56 | $4.10K | 0.00% | +6+12.0% | Added |
| Umb Bank N A | 45 | $3.39K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 34 | $2.55K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 27 | $2.15K | 0.00% | +27 | New |
| TD Private Client Wealth LLC | 28 | $2.11K | 0.00% | +10+55.6% | Added |
| Assetmark, Inc | 13 | $979 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 10 | $753 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 9 | $678 | 0.00% | −35−79.5% | Reduced |
| Parallel Advisors, LLC | 8 | $603 | 0.00% | +8 | New |
| Investors Portfolio Services LLC | 5 | $385 | 0.00% | +5 | New |
| EverSource Wealth Advisors, LLC | 4 | $300 | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 3 | $151 | 0.00% | +1+50.0% | Added |
| Decker Retirement Planning Inc. | 0 | $26 | 0.00% | 0 | Unchanged |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −6,050−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −5,888−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,394−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −4,170−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −4,045−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −3,797−100.0% | Sold out |
| Rhodes Investment Advisors Inc | 0 | $0 | 0.00% | −2,955−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −974−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |